A complimentary event for financial advisors

Accepted for CFA®, CIMA®, and CFP® credit

More and more advisors are expanding their core portfolios beyond the large-, mid-, and small-cap status quo. Explore the range of innovative, low-cost strategies designed to meet clients’ specific investment goals while complementing traditional core holdings—including factor combinations, ESG, and new sectors for an evolving economy.

Featured speakers David Nadig of ETF.com and Todd Rosenbluth of CFRA will speak to game-changing innovations and asset flow trends in ETFs.

Topics will include:

  • Diversifying with single and multi-factor strategies designed to help investors participate in the upside while mitigating risk
  • Implementing risk management strategies as clients approach retirement
  • Leveraging cutting-edge indices to access the sectors driving the Fourth Industrial Revolution
  • Debunking the myth that investing in ESG requires investors to sacrifice returns